Interactive Viewer Help

The Interactive viewer lets you view data from your report. It also helps you do complicated searches on your report data. It also lets you perform text searches, and searches based on Boolean operators.

Here is a complete list of topics covered in this help:

• Group Tree
• Text Search
• Advanced Search Wizard
• Exporting the report
• Zoom
• Refresh
• Print
• Navigating by page

Group Tree

The Group Tree provides a list of the values that the report data is grouped on. Clicking the Group Tree button shows or hides the Group Tree. To navigate to a particular group in your report, click the group in the group list in the Group Tree.

For more information, see the Crystal Reports Online Help (crw.chm) and search for the topic "Grouping."

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Text Search

You can search for any text string in your report. Type the string in the text input field and click the find button beside the text box.

Note: If you are on page two, and you search for something that is on page one of your report, the viewer will not find it. It can only search from the next page forward. So if you're on page three, it will only search from page four to the end of your report.

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Advanced Search Wizard

 When you click the "Show/Hide Advanced Search Wizard" button, the wizard appears at the top of the viewer. The wizard lets you perform a search on your report data using Boolean operators. Depending on how your Administrator set up your report, the wizard might start on any of its three tabs.

Note: In some cases, you may not have the Advanced Search Wizard available in your viewer. This will depend on how your Administrator has set up the report.

Step 1: Select a condition for your results

1. If you are in the "Structured" mode, you can select a field and filter from drop-down boxes.

   If you are using the "Free Form" mode and you want to switch to "Structured" mode, click the "Structured" button below the text box.

2. If you want to add more than one filter to your condition, click the "Add more filters" button below the drop-down box.

   If you add more filters than you are using, you can leave the unused filters blank and they will be ignored when you go to Step 2: Select the fields from the report to display.

3. When you are finished, click the "Free Form" button to go back to the unstructured method of entering the condition. Or go to Step 2: Select the fields from the report to display.

   Or, to use the "Free Form" mode:

1. Type a condition in the text box.
2. Go to Step 2: Select the fields from the report to display.

   Note: If you are in the "Free Form" mode and your condition is complicated or contains complex filters, you will not be able to go to the "Structured" mode.

Step 2: Select the fields from the report to display

1. Select the fields you want displayed in your search results.
2. Go to Step 3: Results.

Step 3: Results

Note: In order to save your changes in a step, you must complete that step before moving on to the next step.

Now the report shows the search table that lists the results of the Boolean search you just performed. If there is no information matching the criteria you entered, no search table is displayed.

Once the table is displayed, you can export the search results to MS Word, MS Excel, or to HTML using the export button.

Note: If you export the search table, you must close the export window before exporting the table again in the same session.

To close the Advanced Search Wizard, click the Show/Hide button again.

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Exporting the report

To export your report, click the Export button.

Exporting to Crystal Reports™ (RPT)

Once you are on the Export page, choose Crystal Reports (RPT) in the drop-down list and click the Export button. You will be able to save your new report or open it.

Exporting to Adobe Acrobat™ (PDF)

Once you are on the Export page, choose Acrobat Format (PDF) in the drop-down list and click the Export button. You will be able to save the PDF or open it.

Exporting to Microsoft Word™ (DOC)

Once you are on the Export page, choose MS Word in the drop-down list and click the Export button. You will be able to save the new document or open it.

Exporting to Microsoft Excel™ (XLS)

Once you are on the Export page, choose MS Excel 97-2000 in the drop down-list and click the Export button. You will be able to save the new spreadsheet or open it.

Exporting to Microsoft Excel™, Data only (XLS)

Once you are on the Export page, choose MS Excel 97-2000 (Data only) in the drop-down list and click the Export button. You will be able to save the new spreadsheet or open it.

Exporting to Rich Text Format (RTF)

Once you are on the Export page, choose Rich Text Format in the drop down-list and click the Export button. You will be able to save the new document or open it.

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Zoom

By using the zoom button, you can view your report at different sizes, ranging from 25% to 400%.

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Refresh

To refresh your report, click the refresh button.

Note: In some cases, you may not have the Refresh button available in your viewer. This will depend on how your Administrator has set up the report.

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Print

To print a copy of your report, click the print button.

A PDF of your report appears. From the Adobe Acrobat reader in your browser, select print.

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Navigating by page

As in Crystal Reports, you can navigate through your report by using the "next page" and "previous page" buttons in the viewer. Note: These are not the browser's "back" and "forward" buttons. You can also navigate to the first and last pages of your report.

You can also enter the page number and click the "Go to Page" button.

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http://www.crystaldecisions.com
Support services:
http://support.crystaldecisions.com